CLE Seminars

Ethical Issues in Closely-Held Business Disputes
Wednesday, November 20, 2019/5:30-6:30
Red Star Tavern,/503 SW Alder St., Portland,

Representation of closely-held businesses and their individual owners in internal disputes frequently presents difficult ethical issues, including identifying conflicts or potential conflicts, or even identifying the client and the client’s best interests.  Please join three experts in the field of legal ethics—Bruce Hamlin of Lane Powell PC and Peter Jarvis and Dayna Underhill of Holland & Knight LLP—as they discuss these ethical issues.

Join your colleagues for hors d’oeuvres and no host cocktails from 5:00-5:30. The presentation will be from 5:30-6:30.

The Business Litigation Section is applying for one hour of CLE Ethics Credit for this program.

$5 – Law Students (enter coupon code SBLIT219LS during checkout to receive discount.)
$5 – New Lawyer (admitted after 1/1/2018)
$25 – Business Litigation Section Members (enter coupon code SBLIT219SM during checkout to receive discount.)
$30 – General Registration
Judges – call the CLE Service Center at (503) 431-6413 or (800) 452-8260, ext. 413, to receive complimentary registration

Click here to register.

Lawyer Ethics When Storing Files in the Cloud
Friday, November 22, 2019/10:00–11:00 AM
Audio Webinar
1 ethics credit

Most files are now stored in the “cloud,” a global network of servers that store files for organizations of every size, including law firms.  Many applications, including word processing, email and billing software packages that are used daily by lawyers and law firms, are also stored and used in the cloud.  This dramatic shift in the way files are created, modified, stored, and shared has substantial implications for law firms.   The first is a duty of competence requirement that lawyers understand how the technology they employ works and how it might impact client communications and confidentiality, among many other issues.  This program will provide you with a practical guide to ethical issues when lawyers and law firm store and create files in the cloud.

  • Technology competence as an ethical duty of competence
  • Ethical benchmarks and diligence for ensuring file and communication confidentiality in the cloud
  • Mobile access – issues when the cloud is used via smartphone or tablet
  • What if your client uses the cloud but you do not?
  • Attorney-client privilege issues when using the cloud to communicate
  • Internal policies – ensuring law firm security supplements cloud


Click to register

Drafting Property Management Agreements
WebCredenza Audio Webinar
Tuesday, November 26, 2019/ 10:00.–11:00 AM PST, 
1 Practical Skills credit

Commercial real estate as a source of recurring income is only as good as its management. Well-managed properties not only provide stable income but also hold their underlying value, as the physical structures are typically maintained well too. Management of commercial real estate is mostly outsourced to third parties. Management agreements vary widely according to the type of property managed—official, retail, multi-family, etc. This program provides you with a practical guide to the types of property management agreements, varying fee arrangements, defining the scope of a manager’s duties, rent collection and operational controls, allocating risk and liability, and much more.

  • • Property management agreements for office and multi-family properties
  • • Defining scope of manager’s duties and responsibilities
  • • Understanding management fee alternatives
  • • Collection of rent and handling of funds
  • • Insurance, liability, and indemnity issues for manager and property owner
  • • Operating decisions, controls, termination, and sale of property

Speaker: John S. Hollyfield is of counsel and a former partner in the Houston office of Norton Rose Fulbright LLP. 

Click to register: $65

Federal Legislative Update
December 27, 2019/Noon to 1:00 PM
Red Star Tavern/503 S.W. Alder Street, Portland
Oregon State Bar Taxation Section Monthly Luncheon Seminar

Speaker: Mark Prater, PricewaterhouseCoopers

Click here to register.

Individual Luncheon: $32.00 per attendee (Individuals who sign up for individual lunches must register at least three business days before the luncheon.) Registration must be made online using a Visa or MasterCard:

Questions? Please contact: Justin Hobson, [email protected].

Oregon State Bar Taxation Section
Continuing Legal Education – Monthly Luncheon Seminar
2020 Schedule

Below is the schedule and pricing for the 2020 Tax Section Luncheons. We look forward to seeing you next year. The luncheon meetings will be held at noon at the Red Star Tavern located at 503 S.W. Alder Street, Portland, OR 97204. The dates and speakers are subject to change. Each session will provide 1 hour of CLE credit.

Click here to register for the entire series.

January 22, 2020
David Brandon, Miller Nash Graham & Dunn
International Tax Update
Click here to register for this event.

February 12, 2020
Cynthia Fraser, Foster Garvey
Daniel Paul, Oregon Department of Justice
Practicing Before the Oregon Tax Court: Two Perspectives for Success
Click here to register for this event.

March 18, 2020
Tyee Carr, Tyee Carr Advisory
Digital Agency Tax Opportunities and Risks
Click here to register for this event.

April 22, 2020
Arnold Wuhrman, The Wuhrman Law Firm
Discharge of Taxes in Bankruptcy
Click here to register for this event.

May 13, 2020
OSB Tax Section Laws Committee
Oregon Legislative Update
Click here to register for this event.

June 17, 2020
Ashley Sundar, Foster Garvey
Trusts & Estates
Click here to register for this event.

September 23, 2020
Dan Eller, Schwabe Williamson & Wyatt
Corporate Activity Tax
Click here to register for this event.

October 14, 2020
Oregon Department of Justice
Department of Justice Update
Click here to register for this event.

November 18, 2020
Oregon Tax Court
Oregon Tax Court Update
Click here to register for this event.

December 16, 2020
Mark Prater, PricewaterhouseCoopers
Federal Legislative Update
Click here to register for this event.

Participants may register for individual luncheons or the entire series:

Individual Luncheon: $32.00 per attendee (Individuals who sign up for individual lunches must RSVP at least three business days before the luncheon). Click on the links above to register for individual sessions.

Entire Series paid before February 15, 2020: $250 per attendee. Click here to register for the entire series.

Common Questions:

  • Food and Beverage: Our venue offers a buffet style lunch along with coffee and water.
  • Refunds and Substitutions: Registrations are nonrefundable. Registrants unable to attend may substitute another participant in their absence.
  • Payment and Registration: Please register and pay using the provided links.  Walk-ins are discouraged and available on a case-by-case basis.
  • Webcast and Recording: Due to venue restrictions, we are unable to offer webcasts or playbacks.

Other questions? Please contact: Peter Evalds: Phone: (503) 553-3104; Email: [email protected]